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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,250 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,460 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,398 | $69,383+76.4% | $101,275+20.9% | $73,497+66.5% |
| Participation rate | 95.2% | 68.4%+26.8pp | 75.8%+19.4pp | 70.7%+24.5pp |
| Annual return | 24.18% | 18.46%+5.7pp | 46.48%-22.3pp | 28.51%-4.3pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,290 | $3,301+90.6% | $4,371+43.9% | $3,740+68.2% |
| Admin fee / account holder | $363 | $704-48.5% | $5,948-93.9% | $513-29.3% |